The Concept Fund Services team draws on broad expertise and deep resources to help its clients manage responsibilities for current and pending compliance and tax rules.
We extend our services worldwide through our membership with TIAG, a global alliance of more than 100 accounting firms in over 60 countries. Through this affiliation, we put our clients in contact with the appropriate experts in the right location at any point on the globe.
Through TIAG’s sister alliance with TAGLaw®, Berdon has access to more than 140 independent law firms in nearly 100 countries.
BARRON’S | 02.18.2019 Berdon Principal Merrick Shukan discusses the impact of “itemization shrinkage” and the $10,000 cap on state and local income, sales, and real estate taxes on the current […]
NEW YORK — Effective January 1, 2019, Berdon Fund Services, LLC merged with Concept Fund Services, LLC, a Garden City-based administrative, accounting, and financial reporting firm serving funds, investment manager […]
By Conrad De Aenlle 02.12.19 | The New York Times The 2017 tax bill provides a 20 percent deduction for ‘qualified business income.’ But which small businesses are eligible? Small […]